Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,483 | $122,042-18.5% | $184,260-46.0% | $74,459+33.6% |
| Participation rate | 48.7% | 85.5%-36.8pp | 86.8%-38.2pp | 67.2%-18.6pp |
| Annual return | 17.50% | 19.91%-2.4pp | 28.84%-11.3pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $1,757 | $4,537-61.3% | $6,427-72.7% | $2,626-33.1% |
| Participant deferral / active EE | $4,425 | $7,143-38.1% | $9,133-51.6% | $4,350+1.7% |
| Admin fee / account holder | $3,007 | $1,252+140.2% | $13,898-78.4% | $1,945+54.6% |